Institutional Ownership Evergy, Inc. (EVRG)
This table provides information about the institutional ownership of Evergy, Inc. (EVRG). We have compiled data on the 906 institutions that hold shares in the stock, with a total of 202 Million shares, which have been reported (via 13F filing form) to have a value of $13.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,405
shares
|
$94,809
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,363
shares
|
$91,975
0.0% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,348
shares
|
$90,963
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,301
shares
|
$87,791
0.0% of portfolio
|
Q1 2025
Added 7.34%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
1,268
shares
|
$85,564
0.01% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,267
shares
|
$85,497
0.02% of portfolio
|
Q3 2024
Reduced 8.19%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
1,255
shares
|
$84,687
0.06% of portfolio
|
Q4 2024
Reduced 13.75%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,199
shares
|
$80,908
0.01% of portfolio
|
Q3 2020
Added 20.02%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,174
shares
|
$79,221
0.02% of portfolio
|
Q1 2022
Added 7726.67%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,074
shares
|
$72,473
0.02% of portfolio
|
Q1 2024
Added 30.34%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,069
shares
|
$72,136
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
1,052
shares
|
$70,988
0.0% of portfolio
|
Q1 2025
Added 216.87%
|
|
|
Amica Retiree Medical Trust
|
May 13, 2025 Q1 2025 |
1,025
shares
|
$69,167
0.11% of portfolio
|
Q1 2025
Reduced 15.15%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
1,010
shares
|
$68,154
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,010
shares
|
$68,154
0.0% of portfolio
|
Q1 2025
Reduced 5.87%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
1,000
shares
|
$67,480
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
1,000
shares
|
$67,480
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
1,000
shares
|
$67,480
0.01% of portfolio
|
Q2 2024
Added 57.48%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
1,000
shares
|
$67,480
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
1,000
shares
|
$67,480
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$67,480
0.0% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
First Financial Corp
|
Apr 10, 2025 Q1 2025 |
1,000
shares
|
$67,480
0.03% of portfolio
|
Q3 2018
Reduced 50.0%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
999
shares
|
$67,412
0.02% of portfolio
|
Q2 2024
Added 99.8%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
976
shares
|
$65,860
0.13% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
962
shares
|
$64,915
0.03% of portfolio
|
Q2 2024
Reduced 2.14%
|